Trabajos paraplanner en CamberleyCrear alertas

Mortgage Paraplanner – Complex & High-Value Cases If you are an experienced Mortgage Paraplanner or Case Manager who thrives on complex cases, fast-paced deal flow and working alongside top-performing brokers, this is an opportunity to step into a visible, valued and career-defining role within a market-leading mortgage network. About the Company We are working exclusively with one of the UK’s most established and respected mortgage networks, headquartered in Camberley. With a national reputation for excellence, award-winning brokers and a strong presence across residential, specialist and development finance. The Role As a Mortgage Paraplanner, you will play a pivotal role within a high-performing Mortgage Services team, working directly alongside an award-winning broker on complex, high-value cases. This is an active, end-to-end case management position where you will take ownership of mortgage applications from submission through to completion. From residential and buy-to-let through to bridging and development finance, you will gain exposure to specialist lending scenarios that will significantly enhance your technical knowledge and long-term career prospects. Key Responsibilities • Manage mortgage applications from submission through to completion alongside your dedicated broker, • Package and submit applications, reviewing supporting documentation against lender criteria, • Liaise confidently with clients, lenders, solicitors, underwriters and valuers, • Proactively progress cases, resolving queries and mitigating delays, • Maintain accurate and compliant CRM records and documentation, • Support complex cases including bridging finance and development finance, • Deliver exceptional customer service while working to agreed team targets and service levels Package and Benefits • Salary £30,000, • Hybrid working available after probation, • Structured training and long-term career development opportunities, • CeMAP training support if not already qualified, • Extensive perks, benefits & wellbeing support, • Pension & Life Assurance Skills and Experience • Proven mortgage case handling or mortgage paraplanning experience, • Strong knowledge of residential mortgages; exposure to specialist lending advantageous, • Experience submitting mortgage applications and packaging cases, • Highly organised with exceptional attention to detail, • Confident communicator, both written and verbal, • Able to manage deadlines and prioritise within a fast-paced environment, • Professional, proactive and team-oriented approach, • CeMAP (or equivalent) desirable but not essential Why Apply Opportunities to work on complex, high-value mortgage cases alongside an award-winning broker do not come around often. This role offers more than stability; it offers progression, technical growth and the chance to build your reputation within a nationally recognised mortgage network. If you want your expertise to be visible, your contribution to matter and your career to accelerate, this is the move that will set you apart.

Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward‑thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes. Working as part of a supportive and well‑structured Paraplanning team, you will review fact‑finds, challenge where more clarity is needed, carry out in‑depth product research and produce clear, compliant recommendations across a wide range of planning areas. You will work closely with Advisers, Compliance and internal support teams, ensuring cases progress efficiently and client advice is delivered to an excellent standard. This role is ideal for someone who thrives in a busy, technical environment and enjoys taking ownership of work. You will benefit from exposure to a broad variety of advice scenarios including pensions, investments, IHT, protection, drawdown and more, with opportunities to grow into mentoring or technical leadership responsibilities over time. Paraplanner Requirements • You must be level 4 Diploma qualified • At least 5 years holistic Paraplanning experience • You should have Strong report writing and whole‑of‑market research capability • You should be Comfortable working across...

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

A well-established financial advisory firm in Pirbright is seeking a dedicated Paraplanner to provide comprehensive technical support to financial advisers.The role offers a salary range of £40,000 - £50,000 and numerous benefits, including 25 days holiday and a pension scheme.Candidates should ha

This role involves supporting senior Advisers on high-value cases, preparing suitability reports, and mentoring junior staff.

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking.

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the C.

Paraplanner (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

Paraplanner (Progression to Financial Advisor). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser.

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

Paraplanning Associate / Junior Paraplanner. An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

PARAPLANNER full or part time consideredLEICESTER (Our Ref AL1389)SALARY to c£42,000 dep on exp + benefitsPARAPLANNER ROLE SUMMARYThe role involves working closely with a team of financial planning consultants, with support provided a team of administrators.

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.